Selective Wealth Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Selective Wealth Management’s Portfolio XAR Stock Details XAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-650	Closed	-$60K	–	738
2022 Q3	$60K	Hold	650	–	–	0.03%	275
2022 Q2	$65K	Hold	650	–	–	0.02%	280
2022 Q1	$81K	Sell	650 -800	-55%	-$93.9K	0.03%	234
2021 Q4	$169K	Hold	1,450	–	–	0.07%	139
2021 Q3	$173K	Buy	1,450 +750	+107%	+$92.7K	0.09%	122
2021 Q2	$93K	Buy	+700	New	+$89.9K	0.07%	129
2019 Q4	–	Sell	-75	Closed	-$8K	–	349
2019 Q3	$8K	Buy	+75	New	+$7.96K	0.01%	188

Other funds holding XAR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Selective Wealth Management's XAR Position: Q4 2022 in Review

Selective Wealth Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2022, closing a stake of 650 shares — an estimated $60K sold.

Selective Wealth Management first reported a position in XAR in Q3 2019 and held it in 7 quarters. The position peaked at $173K in Q3 2021. 253 funds tracked by Wall St. Rank hold XAR as of Q4 2022.

Selective Wealth Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 650 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2022, an estimated $60K.
Selective Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2019 and held it in 7 quarters.
Selective Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $173K in Q3 2021.
253 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.